See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,134 | $46,674-63.3% | $117,472-85.4% | $68,494-75.0% |
| Participation rate | 37.7% | 56.8%-19.1pp | 70.6%-32.9pp | 67.9%-30.2pp |
| Annual return | -12.33% | -14.52%+2.2pp | 29.74%-42.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $904 | $1,505-39.9% | $4,176-78.4% | $2,596-65.2% |
| Participant deferral / active EE | $1,946 | $2,636-26.2% | $4,070-52.2% | $4,027-51.7% |
| Admin fee / account holder | $522 | $4,020-87.0% | $5,645-90.8% | $5,403-90.3% |